True Wealth Design, LLC
- SEC CIK
- 0001966033
- Latest filing
- Jul 16, 2026
TOL holding history
Toll Brothers, Inc. in every 13F filed by True Wealth Design, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
TOL overviewAll 13F holders of TOLFull Q2 2026 holdings
- Shares (Q2 2026)
- 1,326
- Value
- $218.5K
- % of portfolio
- 0.1%
- Quarters held
- 9
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,326 | $218.5K | 0.1% | +68+5.4% | Added | Holders |
| Q1 2026 | 1,258 | $171.7K | <0.1% | +34+2.8% | Added | Holders |
| Q4 2025 | 1,224 | $165.5K | <0.1% | +14+1.2% | Added | Holders |
| Q3 2025 | 1,210 | $167.2K | 0.1% | +318+35.7% | Added | Holders |
| Q2 2025 | 892 | $101.8K | <0.1% | +847+1,882.2% | Added | Holders |
| Q1 2025 | 45 | $4.75K | <0.1% | −45−50.0% | Reduced | Holders |
| Q4 2024 | 90 | $11.3K | <0.1% | +84+1,400.0% | Added | Holders |
| Q3 2024 | 6 | $927 | <0.1% | −2−25.0% | Reduced | Holders |
| Q2 2024 | 8 | $922 | <0.1% | +8 | New | Holders |